See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,870 | $148,534-48.9% | $135,903-44.2% | $139,434-45.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 40.64% | 79.19%-38.6pp | 68.23%-27.6pp | 372.94%-332.3pp |
| Employer contribution / active EE | $2,238 | $5,243-57.3% | $4,856-53.9% | $4,751-52.9% |
| Participant deferral / active EE | $7,133 | $8,100-11.9% | $7,758-8.1% | $6,710+6.3% |
| Admin fee / account holder | $1 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |